DA
CFP
DA
CFP

Douglas Victor Amis

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
24,542 clients
Average Client Portfolio
$267K average
Assets Under Management
$6.6B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

Durham, NC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Douglas is an owner/insurance agent for Damis, Inc. since 2021, focusing on fixed insurance sales and dedicating about 10% of his time. He also works as a tax preparer/assistant for William B. Clard, CFP CPA, spending minimal time, and is a board member for Durham Community Land Trustees, spending minimal time.

Employment History
Current Registrations
Gradient Investments, LLC
July 2013 - Present · 12 yrs 7 mos
Cardinal Retirement Planning, INC.
February 2013 - Present · 13 yrs
Previous Registrations
Edward Jones
May 2012 - October 2012 · 5 mos
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.